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Warther Private Wealth’s Oracle ORCL Stock Holding History

Warther Private Wealth’s Portfolio ORCL Stock Details ORCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-3,765
Closed -$734K – 48
2025
Q4 		$734K Buy
3,765
+40
+1% +$9.52K 0.18% 31
2025
Q3 		$1.05M Sell
3,725
-310
-8% -$78.9K 0.25% 25
2025
Q2 		$882K Buy
4,035
+225
+6% +$36.3K 0.23% 28
2025
Q1 		$533K Buy
3,810
+189
+5% +$30.8K 0.18% 39
2024
Q4 		$603K Buy
3,621
+63
+2% +$11.2K 0.2% 39
2024
Q3 		$606K Hold
3,558
– – 0.21% 42
2024
Q2 		$502K Buy
+3,558
New +$442K 0.2% 46
2022
Q3 		– Sell
-4,251
Closed -$301K – 98
2022
Q2 		$301K Sell
4,251
-5,025
-54% -$368K 0.22% 91
2022
Q1 		$761K Buy
9,276
+690
+8% +$55.9K 0.5% 58
2021
Q4 		$755K Buy
8,586
+706
+9% +$66.3K 0.56% 46
2021
Q3 		$707K Buy
7,880
+706
+10% +$62.4K 0.63% 45
2021
Q2 		$571K Buy
+7,174
New +$562K 0.55% 48

Other funds holding ORCL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Warther Private Wealth's ORCL Position: Q1 2026 in Review

Warther Private Wealth sold out of Oracle (ORCL) in Q1 2026, closing a stake of 3,765 shares — an estimated $734K sold.

Warther Private Wealth first reported a position in ORCL in Q2 2021 and held it in 12 quarters. The position peaked at $1.05M in Q3 2025. 3,490 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Warther Private Wealth reported no remaining Oracle position as of Q1 2026 after selling out during the quarter.
  • Warther Private Wealth sold 3,765 Oracle shares in Q1 2026, an estimated $734K.
  • Warther Private Wealth first reported a position in Oracle in Q2 2021 and held it in 12 quarters.
  • Warther Private Wealth's Oracle position peaked at $1.05M in Q3 2025.
  • 3,490 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Warther Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.